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Wayfinding Financial’s Lockheed Martin LMT Stock Holding History

Wayfinding Financial’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$522K Sell
865
-1
-0.1% -$616 0.23% 68
2025
Q4 		$418K Sell
866
-45
-5% -$21.5K 0.18% 83
2025
Q3 		$454K Sell
911
-24
-3% -$10.9K 0.2% 76
2025
Q2 		$396K Sell
935
-29
-3% -$13.6K 0.18% 82
2025
Q1 		$430K Sell
964
-98
-9% -$45.1K 0.19% 78
2024
Q4 		$516K Buy
+1,062
New +$579K 0.28% 66
2024
Q3 		– Sell
-1,090
Closed -$509K – 83
2024
Q2 		$509K Sell
1,090
-4
-0.4% -$1.85K 0.29% 68
2024
Q1 		$510K Buy
1,094
+23
+2% +$10.1K 0.3% 69
2023
Q4 		$485K Sell
1,071
-63
-6% -$27.9K 0.33% 59
2023
Q3 		$462K Buy
1,134
+19
+2% +$8.43K 0.35% 55
2023
Q2 		$500K Sell
1,115
-161
-13% -$74.7K 0.35% 54
2023
Q1 		$603K Buy
1,276
+436
+52% +$204K 0.46% 41
2022
Q4 		$326K Sell
840
-187
-18% -$86.9K 0.26% 64
2022
Q3 		$396K Buy
1,027
+129
+14% +$53.9K 0.37% 43
2022
Q2 		$386K Buy
898
+41
+5% +$18K 0.34% 51
2022
Q1 		$385K Buy
857
+17
+2% +$6.89K 0.32% 51
2021
Q4 		$326K Buy
+840
New +$291K 0.26% 64

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wayfinding Financial's LMT Position: Q1 2026 in Review

Wayfinding Financial reduced its Lockheed Martin (LMT) stake by 0.12% in Q1 2026, selling an estimated $616 and leaving 865 shares worth $522K. The position accounts for 0.23% of the portfolio, ranked #68.

Wayfinding Financial first reported a position in LMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $603K in Q1 2023. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Wayfinding Financial held 865 shares of Lockheed Martin worth $522K as of Q1 2026.
  • Wayfinding Financial sold 1 Lockheed Martin share in Q1 2026, an estimated $616.
  • Lockheed Martin made up 0.23% of Wayfinding Financial's portfolio in Q1 2026, its #68 holding.
  • Wayfinding Financial first reported a position in Lockheed Martin in Q4 2021 and has held it in 17 quarters since.
  • Wayfinding Financial's Lockheed Martin position peaked at $603K in Q1 2023.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.